Wealth Management

Wealth management is becoming increasingly sophisticated, with clients expecting more personalized and responsive service. The AI-driven tools of Sirius AI empowers wealth managers to deliver bespoke financial advice, automate time-consuming tasks, and offer deep, actionable insights.

Expert

Wealth Management Industry, at the moment!

$6 Tn

worth of wealth managed by AI-driven wealth management platforms by 2027

88%

of the manual workload can be reduced by AI-based automation in wealth management firms

34%

enhancement in front-office productivity via predictive insights generation

$2.5 Tn

worth of funds will be manage by AI-based Robo advisors by 2025

How to reinvent wealth management

Redefining Client Experience

AI powered Portfolio Management
Tailored Client Insights and Reporting
AI driven Financial Planning and Analysis

Redefining Client Experience

Expert  Enhanced client satisfaction leading to more than 25% customer retention

Expert  With portfolio optimization, a potential 20% boost in assets under management can be recorded

Expert  100% client data analysis to provide hyper-personalized portfolio recommendations

Expert
Safer, Smarter and Faster Markets

Predicting Market Fluctuations
Ai-powered data-driven Insights generation
Automated Risk Mitigation

Safer, Smarter and Faster Markets

Expert  Up to 25% reduction in portfolio losses during volatile periods, protecting client wealth and building trust

Expert  ~15% improvements in portfolio returns via timely market adjustments and risk management

Expert  Effective risk mitigation leading to 40% accurate market forecasts

Enhancing Compliance Operations

Automated ESG Reporting
AI driven Regulatory Compliance Monitoring Risk based Auditing

Enhancing Compliance Operations

Expert  Firms can streamline reporting processes by 60%

Expert  Aligning investments with global sustainability goals while reducing regulatory risks up to 30%

Expert  ~15% increase in ESG-aligned capital inflows from ESG forward investors